$Intel(INTC.US)$ The scope of coverage of bugs occurring in the Raptor Lake system is gradually expanding. In particular, when this problem occurs for notebook PCs, the voltage cannot be easily changed in the BIOS, and even if the voltage is raised with a BIOS update, it has a big impact on battery life, etc., so it becomes a situation that can be called a “jam.” It has also become a source of accusation, such as not responding to an exchange in response to a desktop CPU problem. The Arrow Lake released this year adopted a TSMC-N3B with a low yield, and it was found that price competitiveness is low, and the 8P+32E configuration expected in the next generation Arrow Lake Refresh has been abandoned. AMD already has a market share of 50% or more and 90% or more in Korea and Germany, and game companies denounced Intel CPUs, which frequently cause problems, by naming them.

$NVIDIA(NVDA.US)$It was reported that the AI chip “H20” for China is scheduled to be sold over 1 million units in the next few months. Amidst export restrictions to China, we continue to sell semiconductors that conform to export restrictions to China. The shipment volume of Huawei's AI chip “Ascend 910B” is about half of the H20. Chinese AI development agencies have shown a high level of interest in NVIDIA chips.

$NVIDIA(NVDA.US)$ will place additional orders with TSMC and a new Taiwanese supplier. Taiwan KYEC and ASE Technology are witnessing huge orders from NVIDIA. The scale of demand until 2025 is millions of units, far larger than Hopper. NVIDIA is also advising TSMC to expand the scale of production facilities.

$Microsoft(MSFT.US)$ Copilot in Windows dedicated shortcut keys have also been abolished. Copilot has evolved into a simple AI chatbot. The “recall” function, which received a lot of criticism, is also at a loss. Before I knew it, it became a situation where it was overtaken by Apple, which is promoting the integration of AI and OS

$NVIDIA(NVDA.US)$The IT site VentureBeat stated that NVIDIA once again solidified its position as a leader in AI innovation with the 6/14 release of “Nemotron-4 340B,” which revolutionizes the generation of synthetic data for training LLMs. Nemotron-4, which can be used to generate high-quality learning data where exhaustion is a problem, is a long-awaited open source AI model, and feedback from users who have touched it has been overwhelmingly well received, and the reward model'srankingsIt won 1st place.

$Taiwan Semiconductor(TSM.US)$NVIDIA, AppleAMDQualcomm, etc. are heavily dependent on TSMC, and 3nm is reserved until 2026, and the Economic Daily Report mentions that there is a possibility that the situation where demand exceeds production capacity will continue, leading to price increases. There is no denying that TSMC's attitude is muddy. Intel “Lunar Lake” is not yet included in the above

$Micron Technology(MU.US)$ According to the recent state of the memory market announced by Morgan StanleyDue to growing demand for HBMThe shortage of DRAM supply is expected to become particularly serious after 2025, and there is a possibility that prices will also skyrocket by 30% or more. As of the 3rd quarter of '24, it is already 13% compared to the previous fiscal year, and there is a high possibility that supply prices will rise steadily even in 2025